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Step-by-step guide, written in French, to run an association with Dolibarr™ 24: members and subscriptions, donations and Cerfa tax receipts, partnerships, events and registrations, online payment (Stripe, PayPal, HelloAsso), invoicing, accounting, bank, volunteer expense reports and GDPR. Illustrated with screenshots, A4 PDF format.
Manage your whole insurance brokerage business in Dolibarr, from the CRM opportunity to the payment of the broker commission. The module centralizes customer policies, quotations, policy issuance, renewals, claims tracking, broker commissions and documents in one organized and fully traced workflow. No more spreadsheets, scattered emails or missed follow-ups.
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This module offers new mass actions: batch download of PDF documents as a zip archive, batch adding of recipients to a mailing list, batch assignment of a salesperson to third parties.
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Who are we?At ATM Consulting, we have been experts in the Dolibarr ERP/CRM for over 10 years. As a Dolibarr Preferred Partner, we are recognized for our expertise in developing custom modules and ERP/CRM integration. |
CONTACT USDo you need help?Installation, configuration, training, our engineers are here to help you! Is your module showing a technical anomaly?Are you encountering a problem? Our technical team will analyze your request. |